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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
3543 N Crossing Cir., Valdosta, GA 31602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 07/2010 | 08/2023 |
| Cetera Investment Advisers Llc | Valdosta | GA | 01/2014 | 08/2023 |
| Kerrigan Capital & Risk Mgmt | Valdosia | GA | 04/2015 | 09/2025 |
| Lpl Financial Llc | Valdosta | GA | 08/2023 | 09/2025 |
| &Partners | Nashville | TN | 09/2025 | Present |
VALDOSTA AIRPORT AUTHORITY BOARD POSITION: Board Member NATURE: Volunteer board member of the Valdosta GA Airport Authority Board INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2023 ADDRESS: Valdosta, GA 31601, United States DESCRIPTION: Consult and advise the Airport director with matters pertaining to expansion and operations of our regional airport. This is done in a purely volunteer role. SOUTH GA FLYERS LLC POSITION: 50% Owner NATURE: The only holding in the LLC is a 2007 Cirrus SR22T aircraft of which I'm the 50% owner of. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/02/2023 ADDRESS: Valdosta GA 31602, United States DESCRIPTION: Personal & business travel, I'm an instrument rated pilot as well. KRS BERRIES LLC POSITION: 45% Owner NATURE: I have a 45% ownership of 80 acres of which 50 acres is planted in Blueberries. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/04/2024 ADDRESS: Valdosta GA 31602, United States DESCRIPTION: I dedicate 10 hours a month to admin related duties, at times of the year that varies. WILCAMP BERRIES LLC POSITION: 45% Owner NATURE: I'm 45% owner of a 50 acre Blueberry Farm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/23/2025 ADDRESS: Valdosta GA 31602, United States DESCRIPTION: Administrative duties. BELLE-D-BOO LLC POSITION: Co-Owner NATURE: A rental home that my college son lives in. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: Valdosta GA 31602, United States DESCRIPTION: I pay taxes and insurance on the property each year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-07 |
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